Madrone Investment Advisory, LLC
● SEC registered since 2021CRD 149549SEC# 801-121355San Rafael, CA
Reg. AUM
$254.3M
Employees
1
Accounts
375
Location
San Rafael, CA
Madrone Investment Advisory, LLC assets under management
Madrone Investment Advisory, LLC is an investment advisory firm registered with the SEC based in San Rafael, CA. The firm has been registered since 2021. It reports $254.3 million in regulatory assets under management and employs 1 people.
Madrone Investment Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mike Harry Zaidlin Control | Managing Member/Cco | Over 75% | 2009 |
Frequently asked questions
How much does Madrone Investment Advisory, LLC manage?
Madrone Investment Advisory, LLC reports $254.3 million in regulatory assets under management on its Form ADV.
How many employees does Madrone Investment Advisory, LLC have?
Madrone Investment Advisory, LLC reports 1 employees.
Where is Madrone Investment Advisory, LLC located?
Madrone Investment Advisory, LLC is based in San Rafael, CA and has been SEC-registered since 2021.
Does Madrone Investment Advisory, LLC disclose fund performance?
Madrone Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1101 5th Ave, Suite 310, San Rafael, CA 94901 |
| Phone | 415-785-4585 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$254.3M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$254.3Mregulatory AUM
Discretionary $10.9MNon-discretionary $243.4M